Yes bank- 21 % Long term bet
Karur Vysya Bank- 17 % Monitoring its performance closely. Looking out for an improvement going further. If that happens- will also become a long term bet
Bajaj Finance- 11 % Long term bet.
Marico- 9 % Long term bet
Emami- 7 % Long term bet
Torrent Pharma- 10 % Long term bet
Jyothy labratories- 10 % Long term bet- provided the recent uptick in performance continues as the company is up against well entrenched multinationals.
IPCA labratories- 5 % Contrarian bet- Hoping for the best
ITC- 3 % Contrarian bet- Hoping for the best
JB chemicals- 6 % In a wait and watch mode. Let us see how it goes further.
Inviting views from fellow valuepickrs…Open to constructive criticism!!!